Kestra Private Wealth Services, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

155193

SEC number

801-71936

Firm type

RIA

Assets under management

$13.5B as of Jun 18, 2026

Website

www.youtube.com/channel/UCyPENQPu-1_mr7PGZsv47Cg ↗

Phone

844-553-7872

Address

5707 Southwest Parkway, Austin, TX, 78735

Advisors at this firm

154 in our index · page 3 of 4

• Austin L PalmerCRD 3131011 · Huntersville, NC
  IA RegisteredBroker
• Hannah Keiko PerezCRD 7250660 · San Diego, CA
  IA RegisteredBroker
• Alec Michael PerschonCRD 7683039 · Salt Lake City, UT
  IA RegisteredBroker
• John A PettisCRD 6660300 · Chesterfield, MO
  IA RegisteredBroker
• Natalie Duckworth PhillipsCRD 5070053 · Lagrange, GA
  IA RegisteredBroker
• May Dawson ReidCRD 6117155 · Greenville, SC
  IA RegisteredBroker
• Howard G ReizunCRD 2072644 · Montclair, NJ
  IA RegisteredBroker
• Gordon William ReynoldsCRD 1852906 · Tucson, AZ
  IA RegisteredBroker
• Jason Anthony RuelCRD 5722114 · Burlington, MA
  IA RegisteredBroker
• David Allan RiggenbachCRD 6525192 · Waterville, OH
  IA RegisteredBroker
• Nicholas R RiottoCRD 7471659 · Sewickley, PA
  IA RegisteredBroker
• Scott Bennett SadeCRD 1069305 · Stuart, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert H SearleCRD 5812556 · Burlington, MA
  IA RegisteredBroker
• Deborah Rhude ShusterCRD 727982 · Cranston, RI
  IA RegisteredBroker
• Joshua Blake SmithCRD 5151054 · Plano, TX
  IA RegisteredBroker
• Tessa E SteinemannCRD 6112623 · Sandusky, OH
  IA RegisteredBroker
• Rance Lee SwinfordCRD 5491108 · Plano, TX
  IA RegisteredBroker
• Morris Nathan SymsonCRD 441596 · Calabasas, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Karl E SchwartzCRD 2470163 · Bloomfield Hills, MI
  IA RegisteredBroker
• Elizabeth Anne SkrinakCRD 4518754 · Sandusky, OH
  IA RegisteredBroker
• Richard E SmithCRD 1234498 · Cordele, GA
  IA RegisteredBroker
• Keith StabasefskiCRD 5817275 · Huntersville, NC
  IA RegisteredRegistration inactive
• Dylan Gregory StaffordCRD 7168548 · San Diego, CA
  IA RegisteredBroker
• Adam Brooks SteenCRD 2231499 · Memphis, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Scott Alan StevensCRD 6618871 · San Diego, CA
  IA RegisteredBroker
• Gail Woodward StewartCRD 6024657 · Sewickley, PA
  IA RegisteredBroker
• Jonathan Edward TealCRD 4695831 · Auburn Hills, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Bridget K TetakCRD 6496969 · Zanesville, OH
  IA RegisteredBroker
• Worth Walker TrainorCRD 2359043 · Sewall's Point, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Bryant James TromblyCRD 5737145 · Huntersville, NC
  IA RegisteredBroker
• Nancy Jane TuiningaCRD 4304343 · Austin, TX
  IA RegisteredBroker
• Glen Arthur TurnerCRD 2503850 · Boca Raton, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Serena Fanny TamCRD 3274215 · Austin, TX
  IA RegisteredBroker
• David Patrick John ToveyCRD 5169906 · Alexandria, VA
  IA RegisteredBroker
• Lisa M TurnerCRD 4382665 · South Jordan, UT
  IA RegisteredBroker
• Gerald Lyman UrsreyCRD 2554203 · Ponte Vedra Beach, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Walter Roland ValenzuelaCRD 2280224 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Samantha VerziCRD 6104673 · Melbourne, FL
  IA RegisteredBroker
• Jose R VidueiraCRD 2307554 · Boca Raton, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Donald Ross ViergeverCRD 6665496 · Plano, TX
  IA Registered
• Anthony Lester WattsCRD 7158936 · Tullahoma, TN
  IA RegisteredBroker
• David S WeinbergCRD 5220082 · Zanesville, OH
  IA RegisteredBroker
• Matthew Robert WestCRD 2667878 · Roswell, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Chad Edward WickerCRD 4689018 · Toledo, OH
  IA RegisteredBroker
• Andrew Dominic WilkinsCRD 6018566 · Boca Raton, FL
  IA RegisteredBroker
• Jeremy Don WoodCRD 5997603 · Salt Lake City, UT
  IA RegisteredBroker
  Disclosure event(s) on record
• Colin WagnerCRD 7798772 · Scottsdale, AZ
  IA RegisteredBroker
• Ross Michael WeinbergCRD 7168461 · Zanesville, OH
  IA RegisteredBroker
• Stewart Taylor WernerCRD 6426530 · San Antonio, TX
  IA RegisteredBroker
• Grant Robert WithersCRD 5260167 · Westlake Village, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.